Jeremy GUMP signed Guardiantrac, LLC DBA GT Independence's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guardiantrac, LLC DBA GT Independence's EIN is 32-0112072.
Download the official 2024 Form 5500 (PDF) for Guardiantrac, LLC DBA GT Independence from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guardiantrac, LLC DBA GT Independence's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KDP RETIREMENT PLAN SERVICES, INC | 38-3478073 | GRAND RAPIDS, MI | CONTRACT ADMIN | $6K | — |
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467007 | GREENWOOD, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL SHARES EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 16.5% | |
| AMERICAN FUNDS TARGET DATE RET 2045 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $934K | 11.2% | |
| MASS MUTUAL BLUE CHIP GROWTH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $752K | 9.0% | |
| AMERICAN FUNDS TARGET DATE RET 2060 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $695K | 8.3% | |
| AMERICAN FUNDS TARGET DATE RET 2055 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $567K | 6.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $554K | 6.6% | |
| AMERICAN FUNDS TARGET DATE RET 2035 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $469K | 5.6% | |
| AMERICAN FUNDS TARGET DATE RET 2050 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $464K | 5.6% | |
| AMERICAN FUNDS TARGET DATE RET 2040 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $432K | 5.2% | |
| PIMCO INCOME INST EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $291K | 3.5% | |
| AMERICAN FUNDS TARGET DATE RET 2030 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $270K | 3.2% | |
| Notes receivable from participants, bearing interest at 4.25% to 9.50%, with maturities through November 2029 | Bonds / Notes | — | — | $268K | 3.2% | |
| AMERICAN FUNDSTARGET DATE RET 2025 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $233K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $232K | 2.8% | |
| General Account | Other securities | — | — | $158K | 1.9% | |
| GENERAL ACCOUNT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $152K | 1.8% | |
| MassMutual Overseas Fund I 162 N/A | Other securities | — | — | $126K | 1.5% | |
| MASS MUTUAL OVERSEAS I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $126K | 1.5% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $119K | 1.4% | |
| VANGUARD MID CAP INDEX ADMIRAL SHAR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $100K | 1.2% | |
| AMERICAN FUNDS TARGET DATE RET 2015 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $78K | 0.9% | |
| MASS MUTUAL MID CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $60K | 0.7% | |
| PIMCO HIGH YIELD INSTITUTIONA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $44K | 0.5% | |
| VANGUARD TOTAL BOND MARKET INDEX AM EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $33K | 0.4% | |
| AMERICAN FUNDS TARGET DATE RET 2020 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| AMERICAN FUND FUNDAMENTAL INVESTOR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| HARTFORD INTERNATIONAL OPPORTUNITIE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MFS MID CAP VALUE R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AMERICAN FUNDS TARGET DATE RET 2010 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND Z EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $911 | <0.1% | |
| INVESCO SMALL CAP EQUITY R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $855 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SOUTHERN MICHIGAN BANK & TRUST |
| 38-1053740 |
| COLDWATER, MI |
| INVESTMENT ADVISOR |
| $18K |
| — |
